At OBIN Wealth Management we strive to deliver objective and independent financial advice to both individuals and corporate clients. Our approach is built on the six-step financial planning process outlined by the Financial Planning Institute of South Africa, ensuring a structured and client-focused experience. We are committed to upholding the highest ethical and professional standards, in line with the FAIS General Code of Conduct, which requires financial services to be rendered honestly, fairly, with due skill, care, and diligence—always in the best interests of our clients and the integrity of the financial services industry.

The name OBIN was created to reflect the two core principles that guide our financial advice: objectivity and independence. Our financial planners have the freedom to align clients’ unique needs with carefully selected, regulated solutions from our approved product list. At the same time, strict procedures ensure that all recommendations remain within this structured framework. Our approved product and fund list is continuously refined through rigorous research and due diligence, incorporating insights from our advisers and trusted industry experts. At OBIN, we believe that clear communication and expectation management are key to building successful, long-term client relationships. We empower our clients by helping them understand their financial position and the solutions we recommend—ensuring they feel confident and motivated about their financial future.